How Lets Master Wealth Can Help Your Finances Grow!
Finance Review
Get an idea of what your financial strengths and weaknesses are with a comprehensive, 6 month, review of your spending as well as a personal financial snapshot to build from.
Budget Creation
Help you to create a budget that satisifies your plans for now and the future. Do this with your financial and personal goals in mind.
Ongoing Support
Tighten up all areas of your finances by tracking the ins and outs weekly and stay on top of everything. This helps clients to maximise returns and keep costs down.
And More
You can check out our blog, socials or merchandise to learn about building wealth and current hot topics and keep your finger on the finance pulse.
Client Success
"I'm very happy with the personal finance consultation with anthony. He developed a budget and help me make sense of my finances and spending habits. Would recommend to friends and family and will continue on with our working relationship. I highly recommend anthony for anyone looking for these services."
Arthur E.
"Anthony was great and really opened my eyes to how much I've been spending. I've wanted to do this for years and always procrastinated and within 2 weeks I've been able to understand all of my spending habits and how to actually save money."
Danica W.
"Anthony has been better than I expected. He's extremely knowledgable and actually takes the time to help you understand your finances. He's not pushy and really easy to work with. I highly recommend him to anyone looking to get a hold on their finances. Thanks Anthony!"
Austin P.
"Anthony went above and beyond to produce the best quality service. Would highly recommend"
Raul A.
"Great work. He broke down my finances extremely well and identified gaps that would save me tons of money.
Highly recommended"
Natalie O.
"Ant was great to work with. Proactive and insightful. Will work with him again."
James L.
Step-by-Step Process
01
Fact Finding & Review
Initial consultation followed by a comprehensive 6-month review of your spending history and a snapshot of your current financial picture with advice on where and how to improve.
02
Budget Set Up & Reporting
Create your budget tailored specifically to your goals. Set you up on a budgeting app and begin the process of weekly, bi weekly or monthly budget reports as well as goal tracking and much more.
03
Cost Saving Measures
Implement a variety of cost-saving measures and systems that help you to lower costs in the areas you are overspending. These are specific systems to suit you and your lifestyle.
04
Loans & Liabilities
Define a thought-out plan for any debt whether mortgage or any other loans & liabilities. Making sense of all your options when it comes to reducing your liabilities efficiently.
05
Ongoing Support
Ongoing support is a longer list of smaller things to tick off to ensure your financial health such as: Optimize Account Usage, Seperate Business and Personal Expenditure, Automate Savings, Review Subscriptions, Improve Credit Score, etc.
Book Services With Me
How much is ongoing support?
Ongoing support is priced per cadence, weekly budgeting is $160/m, bi weekly is $120/m and monthly is $100/m.
How much will I have to do?
Once we are set up your input is very minimal. Just sit back and watched your budget update videos and try to stay on track with your spending.
How can you help me save money?
Everyone is different so we tailor our advice and cost cutting measures to your situation whatever it is that you overspend on we work on solutions for you.
Can you help me pay off debt?
Yes absolutely! The first step in ongoing support is building you a plan to pay off your debts in the most manageable and efficient way.
FAQ
About Lets Master Wealth
Lets Master Wealth was set up to empower everyday people to take control of their finances. Through careful analysis and reporting combined with intricate planning and tailored advice we ensure your unique situation gets the attention it deserves. The difference between us and the old style of financial advice is that we pay attention to what happens before you invest ensuring you prioritize having money left to invest at the end of the month. This tackles the problem for most people at source and allows you to maximise your savings rate. We believe that this is the single most important thing when trying to build wealth rather than trying to outperform the market with higher returns. Afterall what is the point in outperforming the market if you dont maximize what your putting into it.
01
Understanding Your Financial Landscape
At Lets Master Wealth, we start by thoroughly assessing your individual financial situation. Our team takes a deep dive into your income, expenses, debts, and savings, recognizing that each client's financial landscape is unique. This personalized approach ensures our advice and strategies are tailored specifically to your needs and objectives. By understanding your current financial position, we lay the groundwork for informed decision-making and effective financial planning.
02
Tailored Financial Strategy and Education
Building on the initial assessment, we then develop a customized financial strategy that aligns with your personal goals and lifestyle. Lets Master Wealth excels in crafting realistic, achievable financial plans, whether you're aiming to reduce debt, save for a significant purchase, or plan for retirement. We not only set up a plan but also educate you on smart financial habits, empowering you with the knowledge and tools for long-term financial success and independence.
03
Continuous Support and Progress Monitoring
Our commitment to your financial wellbeing extends beyond the initial planning stages. Lets Master Wealth offers continuous support and regular financial health check-ups to ensure you stay on track with your goals. As your financial circumstances evolve, we're here to provide guidance, adjust your plan as needed, and celebrate your milestones. Our ongoing partnership aims to secure your financial stability and growth, making us more than just advisors, but dedicated allies in your financial journey.
Contact Us
Contact Lets Master Wealth